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Org or call 1-800-952-4438-2025

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The document is a questionnaire for donors wishing to contribute securities to Fidelity Charitable. It collects detailed information about the donor, the securities being contributed, and any relevant agreements or restrictions. The form includes sections on donor identification, security details, acquisition history, and signatures, ensuring compliance with regulations related to charitable contributions of stock.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the downside to a donor-advised fund?

Disadvantages of DAFs 7 DAFs often carry many hidden fees of which donors are unaware, similar to 401(k) plans. Critics, therefore, contend that the financial industry and its wealthy clients, rather than charities, are the real beneficiaries of DAFs.

Is fidelity charitable legitimate?

Fidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nations top grantmaker, distributing $14.9 billion to charities in 2024.

What is the minimum amount for DAF?

Sponsoring organizations often require a minimum initial contribution to establish a DAF account, which may range up to $250,000; NPT requires an initial contribution of $10,000. Once your DAF account is established and funded, you can make subsequent contributions in any amount at any time.

How much does Fidelity gift fund charge?

With one of the lowest annual fees of any donor-advised fund, the Giving Account is generally assessed an annual administrative fee of 0.60% or $100, whichever is greater. Investment fees range from 0.015% to 0.91%.

How much does Fidelity charitable gift fund charge?

Each individual Giving Account is assessed a fee of 0.60% of Giving Account assets or $100, whichever is greater. The administrative fee covers our costs, like processing contributions and grant recommendations, and providing donor support. We are proud to have one of the lowest fees of any donor-advised fund.

How much does Fidelity balanced fund charge?

Management Account Minimum $250 Fee $0.01 per share on stocks ETF trades, $0.75 option contracts ($1 for 1st contract), and no extra charge for broker assisted trades.2 more rows

What is the phone number for Fidelity charitable gift fund?

How do I contact Fidelity Charitable? You can contact us with questions at 800-952-4438, option 4, MondayFriday from 8:30 a.m.6:30 p.m. ET.

What is the year end cut-off for donations?

The draft legislation extends, to February 28, 2025, the deadline for making donations that are eligible for tax relief in the 2024 tax year. Charitable contributions (other than gifts‑in‑kind) made after December 31, 2024 and before March 1, 2025 by: individuals.

Org or call 1-800-952-4438-2025

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